Waypoint Capital Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $870K | Buy |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $896K | Buy |
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|
2023
Q4 | $862K | Sell |
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|
2023
Q3 | $866K | Sell |
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|
2023
Q2 | $953K | Buy |
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|
2023
Q1 | $933K | Sell |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $916K | Hold |
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|
2022
Q2 | $935K | Hold |
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|
2022
Q1 | $938K | Hold |
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|
2021
Q4 | $974K | Buy |
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